Lavaca Capital’s Amphenol APH Stock Holding History

Lavaca Capital’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,084	Closed	-$675K	–	95
2023 Q3	$675K	Hold	16,084	–	–	0.23%	81
2023 Q2	$683K	Hold	16,084	–	–	0.2%	83
2023 Q1	$657K	Buy	16,084 +1,108	+7%	+$43.8K	0.14%	112
2022 Q4	$570K	Buy	+14,976	New	+$567K	0.18%	114

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lavaca Capital's APH Position: Q4 2023 in Review

Lavaca Capital sold out of Amphenol (APH) in Q4 2023, closing a stake of 16,084 shares — an estimated $675K sold.

Lavaca Capital first reported a position in APH in Q4 2022 and held it in 4 quarters. The position peaked at $683K in Q2 2023. 1,083 funds tracked by Wall St. Rank hold APH as of Q4 2023.

Lavaca Capital reported no remaining Amphenol position as of Q4 2023 after selling out during the quarter.
Lavaca Capital sold 16,084 Amphenol shares in Q4 2023, an estimated $675K.
Lavaca Capital first reported a position in Amphenol in Q4 2022 and held it in 4 quarters.
Lavaca Capital's Amphenol position peaked at $683K in Q2 2023.
1,083 funds tracked by Wall St. Rank held Amphenol as of Q4 2023.

Based on Lavaca Capital's 13F filing for Q4 2023, filed 14 Feb 2024.